Michael Franklin Mccamy
Investment adviser representative at Holistic Wealth Advisors
23 yearsExperience
2 statesRegistered in
$278.7MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Holistic Wealth AdvisorsDec 2024 to now
- LPL Financial LLCAug 2016 to now
- Michael Mccamy, Independent AgentMay 2003 to now
- Stratos Wealth Partners, LtdAug 2019 to Dec 2024
- Capital Financial PlanningMay 2003 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Holistic Wealth Advisors
$278.7MAssets managed
656Clients
7Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2240447
- Firm CRD
- 332918